Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2025 Trgt Date Retire in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC. EAGLE GROUP 401(K) RETIREMENT PLAN | CLAYTON DE | 317 | $29.4M | $643K |
| 2 | SUMMERS-TAYLOR, INC SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN | JOHNSON CITY TN | 742 | $16.5M | $591K |
| 3 | MY AUTO IMPORTS MY AUTO IMPORTS CENTER 401(K) PLAN |
MUSKEGON MI |
| 270 |
| $6.0M |
| $75K |
| 4 | THE ACUTRONIC COMPANY THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 127 | $15.3M | $1K |
